![Sonal Desai](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sonal Desai
President at
FRANKLIN UNIVERSAL TRUST
Profile
Dr. Sonal Desai is a President & CEO-Investment Management at Franklin Ltd. Duration Income Trust, a President & CEO-Investment Management at Franklin Universal Trust and an Executive Vice President, Portfolio Manager & Chief Investment Officer at Franklin Advisers, Inc.
Dr. Desai was previously employed as an Economist by Thames River Capital LLP, a Director & Senior Economist by Dresdner Kleinwort Wasserstein Ltd., an Executive Vice President by Franklin Templeton Institutional LLC, and a Principal by WestLB AG (London).
Dr. Desai holds a Bachelor of Arts in economics from Delhi University and a Ph.D.
in economics from Northwestern University.
Sonal Desai active positions
| Companies | Position | Start |
|---|---|---|
| FRANKLIN LIMITED DURATION INCOME TRUST | Chief Investment Officer | 30/11/2018 |
| FRANKLIN UNIVERSAL TRUST | President | 31/12/2017 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Analyst-Fixed Income | 31/12/2008 |
Former positions of Sonal Desai
| Companies | Position | End |
|---|---|---|
Thames River Capital LLP
 Thames River Capital LLP Investment ManagersFinance TRC is an active manager which performs in-house research, aiming to achieve absolute returns. They aggregate large European companies to form a proprietary index into which stocks are categorized into unstable financials, stable financials, defensive, growth, TMT and cyclical style sectors. Stock selection is bottom-up (quantitative and qualitative) as well as top-down. TRC invests through their income funds in debt securities and currencies worldwide, seeking unrecognized value in liquid bonds and currency markets, using yield curve positioning and allocation strategies based on political and macroeconomic analysis, as well as financial and management scoring of companies. | Corporate Officer/Principal | - |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client. | Corporate Officer/Principal | - |
WestLB AG (London)
 WestLB AG (London) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Dresdner Kleinwort Wasserstein Ltd.
 Dresdner Kleinwort Wasserstein Ltd. Investment Banks/BrokersFinance Investment bank | Director/Board Member | - |
Training of Sonal Desai
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
65
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client. | Finance |
Franklin Universal Trust
 Franklin Universal Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Franklin Templeton Limited Duration Income Trust
 Franklin Templeton Limited Duration Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
Thames River Capital LLP
Thames River Capital LLP Investment ManagersFinance TRC is an active manager which performs in-house research, aiming to achieve absolute returns. They aggregate large European companies to form a proprietary index into which stocks are categorized into unstable financials, stable financials, defensive, growth, TMT and cyclical style sectors. Stock selection is bottom-up (quantitative and qualitative) as well as top-down. TRC invests through their income funds in debt securities and currencies worldwide, seeking unrecognized value in liquid bonds and currency markets, using yield curve positioning and allocation strategies based on political and macroeconomic analysis, as well as financial and management scoring of companies. | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Delhi
 University of Delhi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WestLB AG (London)
WestLB AG (London) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dresdner Kleinwort Wasserstein Ltd.
Dresdner Kleinwort Wasserstein Ltd. Investment Banks/BrokersFinance Investment bank | Finance |
- Stock Market
- Insiders
- Sonal Desai
